S
CRT

SignatureFD’s Cross Timbers Royalty Trust CRT Stock Holding History

SignatureFD’s Portfolio CRT Stock Details CRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-120
Closed -$1.57K – 3296
2025
Q1 		$1.57K Hold
120
– – ﹤0.01% 2940
2024
Q4 		$1.18K Hold
120
– – ﹤0.01% 2996
2024
Q3 		$1.26K Hold
120
– – ﹤0.01% 2952
2024
Q2 		$1.29K Buy
120
+95
+380% +$1.26K ﹤0.01% 2855
2024
Q1 		$326 Hold
25
– – ﹤0.01% 3064
2023
Q4 		$438 Sell
25
-200
-89% -$3.73K ﹤0.01% 2989
2023
Q3 		$4.38K Hold
225
– – ﹤0.01% 2537
2023
Q2 		$4.96K Buy
225
+50
+29% +$1.07K ﹤0.01% 2519
2023
Q1 		$3.27K Hold
175
– – ﹤0.01% 2660
2022
Q4 		$4.45K Buy
175
+25
+17% +$560 ﹤0.01% 2528
2022
Q3 		$3K Hold
150
– – ﹤0.01% 2622
2022
Q2 		$2K Buy
150
+10
+7% +$164 ﹤0.01% 2723
2022
Q1 		$2K Buy
140
+40
+40% +$569 ﹤0.01% 2782
2021
Q4 		$1K Hold
100
– – ﹤0.01% 2892
2021
Q3 		$1K Buy
+100
New +$1.23K ﹤0.01% 2799

Other funds holding CRT

MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

SignatureFD's CRT Position: Q2 2025 in Review

SignatureFD sold out of Cross Timbers Royalty Trust (CRT) in Q2 2025, closing a stake of 120 shares — an estimated $1.57K sold.

SignatureFD first reported a position in CRT in Q3 2021 and held it in 15 quarters. The position peaked at $4.96K in Q2 2023. 21 funds tracked by Wall St. Rank hold CRT as of Q2 2025.

  • SignatureFD reported no remaining Cross Timbers Royalty Trust position as of Q2 2025 after selling out during the quarter.
  • SignatureFD sold 120 Cross Timbers Royalty Trust shares in Q2 2025, an estimated $1.57K.
  • SignatureFD first reported a position in Cross Timbers Royalty Trust in Q3 2021 and held it in 15 quarters.
  • SignatureFD's Cross Timbers Royalty Trust position peaked at $4.96K in Q2 2023.
  • 21 funds tracked by Wall St. Rank held Cross Timbers Royalty Trust as of Q2 2025.

Based on SignatureFD's 13F filing for Q2 2025, filed 16 Jul 2025.